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“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process …
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“Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”
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“It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support."
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“Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have …
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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"The Backstop system has helped us grow and accomplish more than we ever realized we could.”
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“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”
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“We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”
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“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
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“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
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“We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able …
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"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
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"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”
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“We were really looking for where we could get the most bang for our buck when it came to software spend, especially after using an outdated, very manual system before. One of the main points that made the transition to Backstop such an easy decision was relationship tracking. Previously, we …
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“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”